How to delete a client
To delete a client:
- To delete a client select the Clients tab at the top.
- When in grid view target the client you wish to update and select View Client. In list view select the Edit (pencil) icon to the far right.
- To delete the client details select Delete at the top-right of the screen (This is the same process for both locations).
- You will be asked to confirm your choice before the client is removed. Read the disclaimer and if you'd like, select Yes, I understand - Delete the Client.